Bernardi Asset Management, LLC
● SEC registered since 2008CRD 120110SEC# 801-68608Northfield, IL
Reg. AUM
$331M
Employees
22
Accounts
146
Location
Northfield, IL
Bernardi Asset Management, LLC assets under management
Bernardi Asset Management, LLC operates as an SEC-registered investment adviser based in Northfield, IL. The firm has been registered since 2008. It reports $331 million in regulatory assets under management and employs 22 people.
Bernardi Asset Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernardi Securities, Inc. Control | Managing Member/Corporation | Over 75% | 2000 |
| Matthew P Bernardi | Senior Vice President | Under 5% | 2017 |
| Ronald Piacentini Bernardi Control | President & Ceo | Under 5% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Bernardi Asset Management, LLC manage?
Bernardi Asset Management, LLC reports $331 million in regulatory assets under management on its Form ADV.
How many employees does Bernardi Asset Management, LLC have?
Bernardi Asset Management, LLC reports 22 employees.
Where is Bernardi Asset Management, LLC located?
Bernardi Asset Management, LLC is based in Northfield, IL and has been SEC-registered since 2008.
Does Bernardi Asset Management, LLC disclose fund performance?
Bernardi Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 423 Central Avenue, Northfield, IL 60093 |
| Phone | 312-281-2021 |
| Fax | 312-726-1431 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$331MNo change
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$331Mregulatory AUM
Discretionary $331M